Banyan Partners’s Apple AAPL Stock Holding History

Banyan Partners’s Portfolio AAPL Stock Details AAPL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q2	–	Sell	-16,800	Closed	-$322K	–	382
2014 Q1	$322K	Buy	+16,800	New	+$320K	0.03%	338

Other funds holding AAPL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Banyan Partners's AAPL Position: Q3 2014 in Review

Banyan Partners reduced its Apple (AAPL) stake by 2.3% in Q3 2014, selling an estimated $1.14M and leaving 1,947,568 shares worth $49.1M. The position accounts for 4.17% of the portfolio, ranked #1.

Banyan Partners first reported a position in AAPL in Q2 2013 and has held it in 6 quarters since. 2,123 funds tracked by Wall St. Rank hold AAPL as of Q3 2014.

Banyan Partners held 1,947,568 shares of Apple worth $49.1M as of Q3 2014.
Banyan Partners sold 46,328 Apple shares in Q3 2014, an estimated $1.14M.
Apple made up 4.17% of Banyan Partners's portfolio in Q3 2014, its #1 holding.
Banyan Partners first reported a position in Apple in Q2 2013 and has held it in 6 quarters since.
2,123 funds tracked by Wall St. Rank held Apple as of Q3 2014.

Based on Banyan Partners's 13F filing for Q3 2014, filed 14 Nov 2014.